Financial Service Facts – How would you choose?
To empower investors to make better decisions using personalized scoring and ranking methodologies, so that investors can visualize and understand which investment management teams are performing the best within any given asset class.
To advance the financial industry that has for decades quantified investments by solely using single performance factors such as Sharpe and Sortino Ratios, Mean Variance Optimization and other algorithms / factors / ratios / processes.
To create financial product awareness and accountability for families across the world.
Decision Technologies Corporation Trustee Empowerment & Protection, Inc. March 30, 2020 Report Abstract Our patented Core / Satellite strategy was designed to help fine tune overall portfolio risk exposure / volatility – optimizing the portfolio’s risk/return profile.This report provides summary description of the strategy together with the rationales and techniques needed to implement it. Introduction […]
March 23, 2020 By Eric S. Smith, J.D. The current situation is much different in cause but similar in effect to the 2008 / 2009 Crash, and the eventual recovery may be much different as well. Much like the 2008 / 2009 Crash, the recent sell-off has generated multiple dire predictions, with a resulting surge […]
March 23, 2020 The timing of the Article “Are You Prepared? / A Lesson From the Last Crash”, written by Eric S. Smith, J.D. on November 10, 2019, appears to have been clearly “prophetic” in its intended protective effect in view of the current dramatic market conditions. When this message was first written, toward the […]